Best CRM Software - Page 67

Chumley CRM

Chumley CRM is customer relationship management software with a minimalist interface requiring no setup wizard, mandatory fields, or extensive training. Leads are tracked by entering a name and phone number, with additional information optional. Deals are managed using a card-based pipeline system, where cards move between customizable columns representing sales stages. Communication tools integrated into each card enable calls, texts, and emails directly from the interface, with automatic logging and timestamps. Accessible via web browsers on all devices without installation, features include CSV import, global search, next-step reminders, and a dashboard showing pipeline metrics like deal values and tasks. Managers can invite team members via links and monitor deals in real time. The platform supports message templates, activity logging, call tracking, contact management, drag-and-drop functionality, and webhook integration for external tools.

Cintram

Cintram is built for service businesses that deliver work online. Most service businesses don’t struggle because of bad work. They struggle because sales, onboarding, delivery, client communication, and payments are spread across different tools. Context gets lost and teams end up reacting instead of executing. Cintram brings the entire client journey into one connected system, from first inquiry through onboarding, delivery, and payment. Everything lives in one place, so teams always know what’s happening, what’s next, and who owns it. Cintram is designed for agencies, consultants, coaches, and productized service businesses that want clarity, control, and a simpler way to run their operation without juggling software.

Cirrus Shield

ClearWork

ClearWork is CRM software that streamlines proposals, contracts, invoices, and payments. It manages workflows from lead capture to payment collection, tracking metrics like follow-up dates and conversion rates. Proposals feature customizable branding, scope, pricing, and timelines. Accepted proposals convert into contracts with OTP-verified digital signatures compliant with IT Act 2000. Invoices auto-calculate taxes (CGST, SGST, IGST) based on client location and embed payment links for wallets, cards, and net banking. A white-label client portal provides branded access to documents without login. Automation handles payment reminders and onboarding. Project tracking links proposals, invoices, and expenses for profitability analysis. The system uses bank-grade encryption, cloud infrastructure, and is accessible via web and mobile apps.

Click.org

Clienta

Clientar

Clientbox

Clientbox is a Netherlands-based software company focused on helping small and medium-sized businesses work smarter and more efficiently. Designed with growing teams in mind, Clientbox combines simplicity with powerful functionality, offering a modern alternative to managing customer relationships and operations across multiple disconnected tools. At the core of Clientbox is a powerful shared inbox that brings all client communication together in one place. This makes teamwork seamless, ensures no message is overlooked, and keeps work easily transferable across team members. On top of this, Clientbox offers a modular set of features, including CRM, invoicing, time tracking, calendar, task boards, and HR tools like absence and leave management. Because every module can be enabled per user, companies can tailor Clientbox to their exact needs. Clientbox helps businesses centralize their client communication and replace multiple standalone apps with one easy-to-use system. The modular pricing model means companies only pay for the features they actually use, making it a cost-efficient and flexible solution. With Clientbox, teams save time, improve collaboration, and ensure continuity in client relationships — even when work needs to be handed over.

ClientCircle

ClientCircle is a leading insurance marketing automation platform in the U.S. Our software helps insurance agents manage the complete customer journey. From prospecting to sales to retention—we help our customers do it all.

Average Rating: 4.0/5.0

Total Reviews: 1

Clientfisher

Clientflow

Client Follow-up CRM

Client Follow-up CRM is a lightweight, offline client ledger for exporters, factory sales teams, trading companies and sourcing agents who juggle buyers from trade shows, Alibaba, Google outreach and referrals. It is simpler than a full CRM and tidier than a spreadsheet. Keep a profile for every client with company, country, contact person, WhatsApp/email, main products, source channel, core needs and notes, and mark each buyer as Potential, Interested or Converted. Record every contact in a follow-up log with the date, method (email, WhatsApp, phone, video call or visit) and what was discussed. Set a next follow-up date, and clients due today or overdue are highlighted and sorted to the top. Search by name, country or contact, filter by level, follow-up status and date range, and export one client's full history or your whole client list as a PDF. The interface and the PDF labels switch between English and Chinese. Nothing to install: it runs in your browser, and your client list stays on your own computer. Sold as a one-time purchase with a lifetime license (2 activations), no subscription. It does not send emails or messages for you, and there is no cloud sync or team sharing.

ClientMax

ClientMax is an all-in-one CRM and marketing automation platform designed to streamline business communications and lead management. It consolidates essential tools into a single dashboard, including 2-way SMS and email conversation handling, GMB and Facebook messaging, reputation management, and automated "missed-call text-back" workflows. ClientMax also features a full social media content planner, professional invoicing, and dynamic form building to help agencies and businesses drive measurable ROI.

ClientSync

ClientSync is an all-in-one CRM and automated online booking ecosystem built for independent service professionals, freelancers, and businesses. Built natively as a Telegram Mini App, it eliminates onboarding friction by allowing end-clients to schedule appointments instantly without downloading additional apps or registering new accounts. Key Platform Features: * 24/7 Automated Booking: Clients view real-time availability, select services, and book appointments around the clock. * Multi-Service Cart System: Dynamically calculates total service duration and pricing to locate uninterrupted open slots. * Smart Waitlist Engine: Automatically fills last-minute cancellations from waiting clients. * No-Show Mitigation: Two-tier automated Telegram PUSH reminders and phone-based blacklisting. * CRM & Analytics: Track client histories, revenue trends, and sync calendars via privacy-focused iCal integration. Start your 30-day unrestricted free trial today—no credit card required!

Clientus

Clientus is an omnichannel CRM for sales and customer service teams that brings customer conversations, history, purchases, notes, tasks and context into one place. Teams can manage WhatsApp, Instagram, Facebook and TikTok conversations, automate workflows, track follow-ups and access a complete Customer 360 profile without paying per user. Clientus also makes customer context available to AI tools such as ChatGPT, Claude and Codex through MCP, API and webhooks, allowing teams and AI agents to work with the same customer information. Clientus is designed for businesses that manage customer relationships through messaging and need a single place to understand each customer, coordinate their team and automate follow-up.